+71.4%
MSFT vs ONTO
+258.3%
-186.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.9% | -6.0% | -2.0% |
| 7D | -1.4% | +9.7% | -11.1% | -3.0% |
| 30D | -1.0% | -8.8% | +7.8% | -0.1% |
| 3M | +20.2% | +4.5% | +15.7% | +15.5% |
| 6M | +21.3% | +56.4% | -35.1% | +5.9% |
| YTD | +2.8% | +78.1% | -75.3% | -13.5% |
| 1Y | 0.0% | +171.3% | -171.3% | -24.4% |
| 3Y | +51.2% | +118.7% | -67.4% | +6.1% |
| 5Y | +71.4% | +269.4% | -198.0% | -5.6% |
| All | +71.4% | +258.3% | -186.8% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling